Redefining life and finances after divorce

How we helped a recently divorced woman find clarity and rebuild her financial future with confidence.

Christine’S STORY

Life transitions often bring emotional and financial uncertainty. After divorce, Christine needed stability for herself and security for her children. This story shows how she worked with Lisa to rebuild with confidence, protect her estate and create a legacy she now leads with pride. For new Clients it shows how planning turns difficult changes into empowerment and clarity.

Situation

When Christine Montgomery first sat down with Lisa, she wasn’t looking for an investment pitch, she was looking for stability. At 52, she had just finalized a high-profile divorce after 27 years of marriage to a prominent business executive.

Christine now held significant wealth:

  • Over $3 million in passive corporate assets
  • A luxury property and the family cottage
  • Several investment accounts
  • Two financially dependent university-aged children

But with all that came uncertainty. “I’ve never made the big financial decisions,” she admitted. “I don’t want to mess this up.”

Lisa didn’t push products. She listened. She took notes. And she saw the deeper truth: this wasn’t just a financial reset, it was an emotional one. Christine needed more than a plan. She needed clarity, confidence and a steady hand to help her begin again.

 “I’ve never made the big financial decisions. I don’t want to mess this up.”

Process

Lisa started by mapping Christine’s new reality, working alongside her accountant and lawyer to:

  • Identify all personal and corporate assets
  • Separate joint holdings from her ex-spouse’s
  • Clarify tax implications and liabilities

Then, they built a personalized income strategy:

  • Segregated accounts for short-, mid-, and long-term needs
  • A structured monthly draw from her holding company
  • A tax-efficient investment plan that protected capital while supporting her lifestyle

Lisa also addressed risk protection, an area often overlooked during transitions:

  • A $2 million critical illness policy provided a safety net for major health events
  • A $10 million permanent life insurance policy created future estate liquidity and protected her children from tax burdens
  • Long-term care planning began with flexible options she could adapt with age

Finally, Lisa guided Christine through estate and legacy planning:

  • A new will and powers of attorney
  • Trust structures for the children
  • A philanthropic fund supporting women’s education, a meaningful legacy Christine now proudly leads

Outcome

One year later, Christine was no longer overwhelmed, she was empowered.

She met regularly with Lisa to adjust her plan, ask questions, and make decisions with clarity. She knew where her money was, how it worked, and what it was building toward.

Her estate was protected. Her children were secure. And for the first time in years, she felt truly in control not just of her finances but of her future.

“I came to you unsure of what to do next,” she told Lisa during a review. “Now I feel like I’m building something not just reacting to what was taken away.”

The right plan doesn’t just protect what you have, it gives you the confidence to build what comes next.

Lisa

Lisa